Authentikos Wealth Advisory’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-329
| Closed | -$48.5K | – | 100 |
|
|
2024
Q3 | $48.5K | Buy |
+329
| New | +$48.5K | 0.05% | 114 |
|
|
2023
Q4 | – | Sell |
-1,430
| Closed | -$241K | – | 164 |
|
|
2023
Q3 | $241K | Sell |
1,430
-12
| -0.8% | -$2.02K | 0.23% | 54 |
|
|
2023
Q2 | $227K | Buy |
1,442
+210
| +17% | +$33K | 0.21% | 62 |
|
|
2023
Q1 | $221K | Buy |
+1,232
| New | +$221K | 0.22% | 59 |
|